McCauley J P

Welcome to Income & Asset Advisory Inc, a firm dedicated to providing financial planning and investment management services to clients since 1986. Our team of professionals is committed to upholding the highest standards of professionalism and building long-lasting relationships with our clients. We achieve this by actively listening to your needs and providing you with quality information, service, and investment advice that aligns with your financial goals. Our mission is to provide investment and financial advice that always prioritizes your needs above all else.

Our Services

At Income & Asset Advisory Inc, we offer a comprehensive range of services that cater to your unique financial needs, including:

• *Financial Planning*: Our team of experts develops customized financial plans based on your financial situation, goals, and risk tolerance. We assess your current financial status, analyze your income, expenses, assets, and liabilities, and evaluate your insurance coverage, investment portfolio, and tax situation. Based on this analysis, we make recommendations that help you achieve your financial goals.

• *Investment Management*: Our investment philosophy is based on preserving your capital, followed by a reasonable rate of return. Our team of experienced professionals manages your investment portfolio and makes informed decisions based on market trends and your financial goals. We work with you to create a diversified portfolio that balances risk and reward and optimizes returns.

• *Retirement Planning*: We help you plan for your retirement by analyzing your current retirement savings, evaluating your retirement income needs, and recommending strategies to help you achieve your retirement goals. Our team also helps you navigate the complex world of 401k plans and other retirement savings vehicles.

• *Estate Planning*: Our team helps you manage your estate and plan for the transfer of your assets to your beneficiaries. We work with you to create a comprehensive estate plan that minimizes taxes, avoids probate, and ensures that your assets are distributed according to your wishes.

• *Wealth Preservation*: We help you preserve your wealth and protect your assets from potential risks, such as market volatility, lawsuits, and other threats. Our team recommends strategies to help you protect your assets, minimize taxes, and maximize returns.

Our Associates

Our team of associates at Income & Asset Advisory Inc includes experienced financial planning and investment management professionals who are committed to maintaining the highest standards of professionalism in their relationships with you, our client. Our associates possess a strong sense of teamwork, expertise, and financial knowledge, coupled with the support of our administrative staff, provide you with seamless continuity and service. We are proud of our diverse client base, which includes professionals, teachers, businesses, young parents, empty nesters, and retirees.

Community Outreach

At Income & Asset Advisory Inc, we are committed to giving back to our community. We do this by participating in various community outreach programs and initiatives, including sponsorships, volunteering, and charitable giving. We believe that by giving back, we can make a positive impact on the lives of those in our community.

Our Location

Income & Asset Advisory Inc is located at 80 Business Park Drive, Suite 108, Armonk, NY 10504. Our office is easily accessible by car or public transportation.

Thank you for considering Income & Asset Advisory Inc as your financial planning and investment management partner. We welcome your questions and comments and look forward to building a long-lasting relationship with you. Please feel free to contact us at 914-273-6800 or by email.